PlanAhead for Retirement® is an online personalized retirement planning tool that offers employees the ability to:
- Enter information from all sources (personal savings, benefits from former employers, their spouse's benefit and saving information)
- Clearly see any shortfall/surplus
- Model scenarios to change the outcome
An additional module allows employees near retirement to model different spend-down scenarios to better plan their retirement.
PlanAhead for Retirement is a standalone product suitable for distribution to employees for their own use.